Position in NVDA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$77,832,809
+$18,660,110 QoQ
Shares Held
388,989
+14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.99%
of 13F equity value
Holder Rank
#926
of 5,911 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAVIDSON INVESTMENT ADVISORS holds $288,147,476 across 7 Semiconductors names. NVDA ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
200,103 | $95,563,189 | |
| 2 | NVDA |
Nvidia Corp
This page
|
388,989 | $77,832,809 | |
| 3 | AVGO |
Broadcom Inc.
|
128,579 | $48,570,717 | |
| 4 | ADI |
Analog Devices Inc
|
83,377 | $33,114,843 | |
| 5 | QCOM |
Qualcomm Inc/De
|
119,319 | $22,048,958 | |
| 6 | IFNNY |
Infineon Technologies AG
|
114,123 | $10,722,997 | |
| 7 | SLAB |
Silicon Laboratories Inc.
|
1,345 | $293,963 |
All Filings in NVDA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,832,809 | 388,989 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $59,172,699 | 339,293 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $56,636,506 | 303,681 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $55,977,358 | 300,018 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $35,103,956 | 222,191 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,873,404 | 220,275 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $602,693 | 4,488 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $310,643 | 2,558 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,015 | 2,558 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $296,367 | 328 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $319,416 | 645 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||